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- Custom Manufacturing ERP Platform
Project Atlas
A fully custom B2B ERP platform that replaced spreadsheets and phone-tag with a unified system — covering interactive quoting, field measurement capture, production tracking, and CRM sync for a specialty manufacturer with a nationwide dealer network.
Quote Time Reduction
~
0
%
Admin Back-and-Forth Cut
~
0
%
Measurement Errors
Near
Zero
AR Visibility
Real
-Time
The Problem
A Complex Business Running on Chaos
The client ran a complex, seasonal manufacturing business but had no single system holding it together. Every department — sales, production, accounting, field staff — worked from a different tool, spreadsheet, or email inbox
01 — Problem
Quoting Took Hours
Generating a quote for a custom pool cover took hours. Prices had to be calculated manually, per dealer, per product — and mistakes were common.
02 — Problem
All Orders Through Phone & Email
Dealers had no way to place orders or check status online. Everything came through phone and email, and during peak season, the team couldn’t keep up.
03 — Problem
Paper-Based Measurements
Field technicians sent back pool measurements on paper or by photo. That data then had to be re-entered manually, introducing errors before production even started.
04 — Problem
No CRM or Dealer History
The sales team had no record of dealer relationships, conversations, or follow-up history.
05 — Problem
Management had zero live visibility.
Management had no live view of daily output, unpaid invoices, or payment totals — someone had to compile that manually each week.
What We Built
A Platform That Runs the Whole Business
A fully custom platform that covers the entire business workflow — from the moment a dealer submits a quote, all the way through production, invoicing, and payment — with separate interfaces for internal staff and dealers.
| Feature | Description |
|---|---|
|
📥Live quoting tool
|
dealers and staff can configure a custom cover or liner step by step, and the price updates instantly with the correct dealer discount applied. What used to take hours now takes under 2 minutes.
|
|
📍 Dealer Portal
|
dealers log in to submit orders, view their history, and receive digital measurement forms. No more phone tag.
|
|
🗂️Interactive 2D Cover Builder
|
Step-by-step configurator for custom safety covers — pool shape, dimensions, fabric, color, anchors, features — with live dealer-discounted pricing.
|
|
📦 Digital field forms
|
sent as a simple email link (no login needed), field technicians fill in pool measurements on their phone and submit directly into the system.
|
|
📝 Admin dashboard
|
a real-time view of daily production output, payments received, and overdue invoices — always up to date.
|
|
🏢 One-click order conversion
|
a submitted dealer quote becomes a production order with a single action.
|
|
📸 Automated documents
|
sales orders, estimates, cover specs, and box labels are all generated automatically.
|
|
📡 CRM sync
|
dealer and contact data syncs directly to HubSpot, giving the sales team full visibility into their network for the first time.
|
THE RESULT
Before vs. After By the Numbers
Delivery of the platform fundamentally changed how the client operates replacing a fragmented, manual-heavy workflow with a unified system that spans every department. The impact was felt immediately across quoting, field operations, dealer relations, and financial visibility
| Area | Before | After |
|---|---|---|
| Custom Quote Time | Hours per quote | Under 2 minutes |
| Dealer phone/email volume | High — all requests manual | ~40–50% reduction |
| Measurement Errors | Common — paper-based | Near-eliminated |
| AR & payment visibility | Weekly manual reports | Real-time dashboard |
| CRM data | None | Full HubSpot sync |
| Document Generation | Manual (spreadsheets) | Fully automated |
We built a purpose-fit ERP platform that replaced spreadsheets and phone-tag with a unified system — covering everything from interactive custom quoting to field measurement collection, production tracking, and CRM sync — for a specialty manufacturer with a nationwide dealer network.
Tech DeJure Engineering Team
Project Atlas — Lead Architects
